Estate Planning Bundle Includes:

• $100

  Split-Dollar Life Insurance Planning After the Levine Case

  General Credits: 2

  A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

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• $100

  Ethics “Gotchas” That Every Estate Planners Must Know

  Ethics Credits: 2

  In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility....

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• $50

  Ethical Issues Concerning Retainer Agreements, Website Management, and Termination Letters

  Ethics Credits: 1

  This CLE program will present and discuss issues concerning the engagement of clients through effective Engagement Letters, creating and maintaining firm websites to minimize any potential representation risks as well as determining when termination of the Attorney/Client relationship is proper (or...

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• $100

  A Quarter of a Century Later, HIPAA is More Relevant than Ever

  General Credits: 2

  For the past 25 years, HIPAA has been synonymous with a patient's privacy and security of his/her medical records. One area that has been on OCR's enforcement radar for the past few years is the failure of covered entities to provide patients with a copy of their medical records within a prescribed...

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• $50

  What Every Practitioner Needs to Know about Property and Business Interruption Appraisals: A Unique ADR Forum

  General Credits: 1

  Recent catastrophic events such as hurricanes, wildfires, and the global pandemic have spotlighted important insurance coverage protecting property and business interruption. Previous courses I presented have provided insight into the coverage terms and conditions that apply, and the process by whi...

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• $100

  Legal Ethics: Dos and Don’ts for Attorney Advertising

  Ethics Credits: 2

  This CLE program will discuss the ethics rules as they relate to the oft-confusing issues of lawyer marketing, advertising and solicitation. What’s the right balance of advertising, social media, video and client engagement to grow your practice. What’s the difference between and advertisement...

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• $100

  Legal Issues in Divorce Cases: Equitable Distribution, Spousal Maintenance and Child Support

  General Credits: 2

  The CLE course will detail how New York, somewhat patterned on New Jersey equitable distribution law, instituted and applied equitable distribution to all divorces. The course will include the current applicable statutory and recent case law. The course will also include tips on how to argue...

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• $50

  Implicit Bias: “I’m Not Like You…Except That I Am”

  Equity/Diversity Credits: 1

  This CLE program, presented by a Trial Lawyer, Mediator, and Life Coach, is designed for lawyers and will discuss the following topics: (1) Explore case studies to improve your understanding of bias in law; (2) Dovetail the elimination of bias and prejudice into that perceived need; and (3) Fac...

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• $100

  Handling Current Legal Ethical Issues

  Ethics Credits: 2

  This CLE course will address practical ethical issues that lawyers face as they work remotely during a pandemic, as well as when discussing personal legal matters with work colleagues. We will also examine recent examples of attorneys acting as “over”-zealous advocates for their clients, and some r...

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• $100

  Understanding Asset Protection

  General Credits: 2

  Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under s...

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• $50

  Asset Protection for Cryptocurrency

  General Credits: 1

  Asset Protection is in high demand in our increasingly litigious world. Cryptocurrency is well regarded as the currency of the future. Cryptocurrency is increasingly becoming a targeted asset in many lawsuits. Blockchain technology can make it easy to see the amount of cryptocurrency an individual...

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• $100

  What Happens To Your Practice If You Die Or Become Disabled

  Ethics Credits: 2

  What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed...

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• $100

  The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

  Ethics Credits: 2

  Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, th...

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• $100

  Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

  General Credits: 2

  The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property manage...

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• $50

  Changing the Landscape of Diversity, Inclusion & the Elimination of Bias in the Legal Profession

  Equity/Diversity Credits: 1

  This CLE program will discuss the disproportionate statistics of women and minorities in partner positions at law firms, provide an analysis of the key impediments that have affected women and minorities from advancing and discuss how litigation has been used as a tool not only to combat discrimina...

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• $100

  Understanding Nursing Home Abuse and Neglect Cases

  General Credits: 2

  This CLE course will explain how to identify and evaluate nursing home cases, including the rules that should be applied to these cases, both federal and state related, as well as how to differentiate standard personal injury cases. The course will also present methods, tips and strategies to p...

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• $100

  Basics of IRA Taxation & Investment Rules

  General Credits: 2

  This CLE course will provide a detailed review of the basic taxation rules of all IRAs, including the Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA and will also cover the prohibited transaction and unrelated business taxable income rules as they apply to retirement accounts. The course wi...

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• $50

  Quid Pro Quo for Charitable Gifts

  General Credits: 1

  A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a charity exceeds the cost of the meal). Special rules...

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• $50

  Anticipated Tax Changes Affecting Estate Planning for This Year and Future Years

  General Credits: 1

  The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be proposed by the Biden Administration, we have plenty to consider....

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• $50

  Investment Strategies for Trusts

  General Credits: 1

  Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in the absence of specific guidance in the trust docu...

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• $50

  SECURE Act Update: Where Do We Go from Here?

  General Credits: 1

  The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. This CLE course will offer a brief overview of the ne...

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• $100

  Citizenship and Residence: Prerequisites to Extra Territorial Taxation

  General Credits: 2

  An examination of the various (jurisdictional) bases for imposing tax on the extra-territorial income of persons with an emphasis on natural persons; the meanings ascribed to the various different bases under the Code, some State statutes, some countries; residence status for tax treaty purposes; d...

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• $50

  Key Federal & State Estate Planning Considerations and Opportunities

  General Credits: 1

  An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true methods that are valuable to know. This CLE cours...

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• $50

  Unequal Inheritances: A Final Parental Communication

  General Credits: 1

  A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course wil...

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• $50

  Best Technologies for Practice Development

  General Credits: 1

  Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better client interactions, better management and more effici...

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• $50

  How to Handle Appraisals for Donations of Property

  General Credits: 1

  Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary issues. For example, appraisers may give a high...

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• $50

  Fiduciary Responsibility Related to Art Assets

  General Credits: 1

  Selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, what type of due diligence do people need to be doing and appraisals and what's changed with Covid-19 and trends fiduciaries should be aware of. The art world is often considered a good place to...

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• $50

  Selling a Family Business

  General Credits: 1

  More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are notoriously complicated, both from the personal and ec...

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• $50

  Planning for Tangibles

  General Credits: 1

  What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as...

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• $50

  10 Clauses Fiduciaries Hate

  General Credits: 1

  Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provi...

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• $100

  Estate Planning to Prevent Sudden Wealth Syndrome

  General Credits: 2

  Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral afflictions. The result is usually mismanaging and...

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